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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,376 | $166,089-75.1% | $164,928-74.9% | $145,978-71.7% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.6%-0.4pp | 80.3%-2.0pp |
| Annual return | 10.10% | 100.26%-90.2pp | 70.08%-60.0pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,334 | $5,276-74.7% | $4,343-69.3% | $4,662-71.4% |
| Participant deferral / active EE | $3,534 | $6,961-49.2% | $6,034-41.4% | $6,690-47.2% |
| Admin fee / account holder | $2,498 | $16,641-85.0% | $12,684-80.3% | $13,400-81.4% |